See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,122 | $162,781-56.9% | $133,956-47.7% | $158,922-55.9% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 18.72% | 41.94%-23.2pp | 45.09%-26.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,740 | $4,975-44.9% | $3,919-30.1% | $4,761-42.5% |
| Participant deferral / active EE | $6,789 | $5,911+14.9% | $5,048+34.5% | $5,982+13.5% |
| Admin fee / account holder | $1,748 | $11,736-85.1% | $8,927-80.4% | $11,246-84.5% |